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Email Marketing Is Exactly What Your Client Advisory Service Is Missing
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Email Marketing Is Exactly What Your Client Advisory Service Is Missing

In the public accounting industry, the practice of client advisory services involves much more than compliance-based work—it’s a relationship business. To grow and scale your Strategic Advising practice, your efforts need to be aimed at nurturing your clients and developing a personal connection that will set you up for repeat business.

Build Customer Trust and Better Sales With 4 Buyer Touch Points
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Build Customer Trust and Better Sales With 4 Buyer Touch Points

If I’ve learned anything during my two-plus decades of marketing leadership, it’s that trust is the backbone of the seller-buyer relationship. Modern businesses must work harder than ever to establish early rapport and nurture it for the customer’s buying journey and life cycle. With heightened competition for customers’ business, attention, and information, it’s no easy […]

Advisory Content To Support Your Small Business Clients: Bplans.com
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Advisory Content To Support Your Small Business Clients: Bplans.com

Palo Alto Software does more than build LivePlan, the world’s best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content. Bplans is popular with entrepreneurs and small business owners the world over, because it brings together all of the best in business planning and […]

How to Develop Successful Client Relationships for Strategic Advising
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How to Develop Successful Client Relationships for Strategic Advising

“My clients don’t want this.” This is what I hear from many accountants when I talk to them about Strategic Advising. “I wish my accountant would explain things better.” This is what I hear from small businesses owners—even my artist friend who I saw last week. We were catching up and I began talking about […]

What Small Businesses Want From Accountants and Advisors
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What Small Businesses Want From Accountants and Advisors

Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question: “If you could get help in one area of your business right now, what would it be?”

How to Value Price Advisory Services
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How to Value Price Advisory Services

Helping a client to build a more profitable and successful business is one of the most valuable things we can do. It would be crazy to price this work based on time—that would leave too much money on the table.

Why Process Matters to the Success of Your Accounting Firm
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Why Process Matters to the Success of Your Accounting Firm

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and […]